GWP
GBTC icon

Gen-Wealth Partners’s Grayscale Bitcoin Trust GBTC Stock Holding History

Gen-Wealth Partners’s Portfolio GBTC Stock Details GBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.73K Hold
60
– – ﹤0.01% 626
2026
Q1 		$3.17K Hold
60
– – ﹤0.01% 621
2025
Q4 		$4.1K Hold
60
– – ﹤0.01% 578
2025
Q3 		$5.39K Buy
60
+10
+20% +$900 ﹤0.01% 565
2025
Q2 		$4.24K Hold
50
– – ﹤0.01% 532
2025
Q1 		$3.26K Hold
50
– – ﹤0.01% 529
2024
Q4 		$3.7K Hold
50
– – ﹤0.01% 549
2024
Q3 		$2.85K Sell
50
-5
-9% -$243 ﹤0.01% 586
2024
Q2 		$2.66K Hold
55
– – ﹤0.01% 569
2024
Q1 		$3.16K Buy
+55
New +$2.42K ﹤0.01% 545

Other funds holding GBTC

HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $268M AUM 31.54% 1-Year Est. Return
ECM
EagleClaw Capital Management Boston, Massachusetts $745M AUM 23.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Gen-Wealth Partners's GBTC Position: Q2 2026 in Review

Gen-Wealth Partners held its Grayscale Bitcoin Trust (GBTC) position steady in Q2 2026 at 60 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

Gen-Wealth Partners first reported a position in GBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.39K in Q3 2025. 597 funds tracked by Wall St. Rank hold GBTC as of Q2 2026.

  • Gen-Wealth Partners held 60 shares of Grayscale Bitcoin Trust worth $2.73K as of Q2 2026.
  • Gen-Wealth Partners left its Grayscale Bitcoin Trust share count unchanged in Q2 2026.
  • Grayscale Bitcoin Trust made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q2 2026, its #626 holding.
  • Gen-Wealth Partners first reported a position in Grayscale Bitcoin Trust in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Grayscale Bitcoin Trust position peaked at $5.39K in Q3 2025.
  • 597 funds tracked by Wall St. Rank held Grayscale Bitcoin Trust as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.